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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-15 |
| UT | RA | APPROVED | 2021-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ogden | UT | 08/2020 | Present |
| Unemployed | Ogden | UT | 06/2020 | 08/2020 |
| Deloitte | Salt Lake City | UT | 06/2015 | 06/2020 |
| Bank Of America, N.A. | Ogden | UT | 10/2023 | Present |
I*1957258, Entity Type: Private Foundation Name: Song Summit Foundation Address: Park City, UT 84098 Investment Related: No Position, Title, Association: Tent Manager Employee Start Date: 08/15/2024 No Hours: 18 hrs yearly No Hours during trading: 6 hrs annually Duties: Song Summit Foundation, a not-for-profit organization, is dedicated to utilizing music's unique ability to promote healing, wellness, and education. As the Foundation Tent Manager at the Park City Song Summit, I would managing the activities in the foundation's tent which will include setting up tent, selling items, assist foundation members, set-up for discussions, manage tambourine painting, meet & greet speakers, maintain comment box, and general hospitality. I*2856265 Entity Type: N/A Name of OBA: Weber Ogden Chamber of Commerce Address:Ogden Utah Investment Related:No Position, Title, Association:Committee,Board Member Start Date:12/10/2025 No Hours: 5 Monthly No Hours during trading:5 Monthly Duties:Networking I have applied and was accepted for the Women in Business Executive Committee within the Chamber. They have monthly membership meetings and monthly committee meeting. Committee responsibilities could included speaker selections for luncheons, networking, scholarship selections, event planning, newsletters, and service projects I*5336268, Entity Type: Entity Charitable, Name of OBA: Ogden Nature Center, Address: Ogden, Utah, 84404, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 01/01/2027, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member supporting the mission of the non-profit,The Ogden Nature Center was organized as a non-profit corporation on May 19, 1975, to provide a center for nature education, science, cultural connection, recreation and quiet contemplation of the natural world. For nearly 50 years we have united people with nature by advancing and preserving the natural and cultural history of this 152 acre nature-preserve.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-01 |
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